$40MM AUM | $240,000 GDC in Port Jefferson, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Port Jefferson, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$240,000.00
# of Accounts
215
Avg Client Age
62
Overview

3 planner firm specializing in 401(k), Planned Giving and Wealth Management

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